Our robust householding feature provides advisors model complex relationships including referrals, family relationships, related parties, companies, and advisor-defined groups. To provide added flexibility, we support both hierarchical and ad hoc groupings such as associations or professional affiliations.
Householding can assign an unlimited number of parent-child and arbitrary relationships for a contact, such as those between spouses, joint account owners, a customer and accountant, and more. What’s more – it can support modeling one-to-one, one-to-many, many-to-many, and many-to-one relationships throughout the system.
This capability provides advisors the ability to:
And that’s not all!
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Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.Contact Us keyboard_arrow_right Developer Community keyboard_arrow_right